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Office: 704-366-5776 or 563-355-3342
Wed, Oct 18
|Zoom
Wine Down Wednesday
TOPIC: Talking with Your Adult Children About Your Money
Registration is Closed
See other events
Time & Location
Oct 18, 6:30 PM – 7:30 PM EDT
Zoom
About the event
Register here: https://us06web.zoom.us/webinar/register/WN_GFXbj2g7Ts2DqyejyBp-tw
Topic: How to Talk to Your Children About Money
Join from the comfort of your home! Here's what we'll be talking about:
- How to bring it up in conversation. - What are the benefits of bringing it up now? - Common mistakes to avoid. - Is it good enough to just let your kids know “we’ve saved enough, and we are fine”? - How Should you let your Executor and Power of Attorneys know their roles? - Should you Introduce your kids to your professional team? (wealth manager, CPA, attorney, etc?)
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